What should you do if your clients’ questions go beyond your expertise?

Congratulations! You’ve already accomplished something significant – your client is sharing very personal aspects of his or her life and dreams with you. As a trusted adviser, your first task is to listen attentively and ask basic questions to ensure you understand your client’s hopes or vision completely. This will give you the information you’ll need to get in touch with the content experts who can help them make your clients’ dreams come true, and do so in a way that’s consistent with their overall wealth management plan.